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Understanding the Impact of Financial Regulation on Accounting

In the ever-changing financial landscape, regulations established by governing bodies are crucial for maintaining stability and integrity. They serve as the foundation of the...

AI is Here — Should Your Firm Embrace It?

There's no doubt that the accounting industry is changing at a rapid clip. The integration of technology, specifically artificial intelligence (AI) and automation, means that...

4 Ways to Streamline Tax Preparation

Tax season is a critical and demanding period in the accounting profession that necessitates concentration, expertise, and efficiency. Accountants must navigate a labyrinth of...

Why Your Office Should Host a Pumpkin Carving Contest

October is coming — the spookiest time of the year...especially for accountants, considering Oct. 15 is a pretty scary day. So let's turn our focus on the more fun parts of the...

How to Fix the Business of Your Firm

BookSmarts Tax & Accounting Services: Maximizing Efficiency and...

"The real value of Canopy is how it comes together — I think Canopy understands what's going on in a firm." Profile BookSmarts Tax & Accounting Services is a year-round small...

Upcoming Webinar — A Closer Look: Roles

Tuesday, September 5th @ 11:00am MST

3 Lies Accountants Tell Themselves

In a recent webinar, “Lies Accountants Tell Themselves,” hosted by Canopy, we had industry experts dive into a new research report, “2023 Accounting Practice Management Survey”,...

5 Ways to Embrace Change in Accounting Firms

In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...

Client Record Templates

What's new: We understand that firms often have a standardized framework that their clients adhere to, and they require an efficient method to assign client records to predefined...

4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...